Docs SOPs & Knowledge
SOPs & Knowledge
The SOP module is your living knowledge base. Procedures are organized into spaces (like departments or topics) and pages, each with version history.
How it works
- Spaces group related pages. Visibility can be scoped by department so the right teams see the right content.
- Pages are written in rich text/Markdown and are versioned — every published change is recorded.
- Suggestions work like pull requests: anyone with access can propose an edit, which a reviewer can compare (diff view) and merge or reject. This keeps procedures accurate without giving everyone direct edit rights.
How to configure
- Create a space and set its department scope (or leave it tenant-wide).
- Add pages and write the procedure.
- Set page status to Published when ready; drafts stay hidden from most roles.
- Link SOP pages to blueprint tasks so the right instructions appear exactly where work happens.
Roles
- Read: most roles, subject to department scope.
- Write / Approve: managers and above (or anyone granted
sop.write/sop.approve). - Suggest: anyone who can read can propose changes.